Video Tutorial
Video Transcript
Video Transcript
This is the Payment Details page. At the top, you can see the amount — one dollar — with a captured status badge and the payment description. On the left, you have Payment Information: the payment ID, merchant ID, date, and last updated timestamp. On the right is the Transactions panel. This shows every transaction tied to this payment. Right now, there's just the one capture for one dollar, processed through Phil's Terminal via Card Present.
Clicking Add Customer opens a window. The only required field is email. First name, last name, phone, and date of birth are all optional. When you enter an email and click search, the system checks your existing customers. If that email is already in your database, it will pull up the matching customer profile automatically. The customer section on this payment details page now shows their name and contact info. This customer link is what enables receipt emails, purchase history tracking, and gives you a full record of every payment tied to that individual.
What's on the Payment Details Page
Top bar
Payment amount and status badge — Captured, Partially Refunded, or Refunded
Payment description
Print Receipt, Send Receipt, and Refund action buttons
Payment Information
Payment ID — Unique identifier for this payment
Merchant ID — Your merchant account ID
Amount Requested — The original amount charged
Amount Captured — The net amount after any refunds
Date and Last Updated timestamps
Transactions
Every transaction tied to this payment appears here — captures, refunds, and partial refunds — each showing the terminal, source, operation type, and settlement status. As refunds are processed, new entries are added to this list.
How to Link a Customer to a Payment
If no customer was added when the payment was created, you can link one from this page at any time.
Scroll to the Customer section and click Add Customer
Enter the customer's email address — the only required field
Click Search — if the email matches an existing customer, their profile populates automatically
If no match is found, optionally fill in first name, last name, phone, and date of birth, then click Add Customer
Linking a customer enables receipt emails, attaches this payment to their purchase history, and makes them searchable across all future transactions.
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.
